Creative Financial Designs’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Creative Financial Designs’s Portfolio BILS Stock Details BILS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-26	Closed	-$2.63K	–	2073
2025 Q3	$2.63K	Hold	26	–	–	﹤0.01%	1660
2025 Q2	$2.6K	Hold	26	–	–	﹤0.01%	1642
2025 Q1	$2.58K	Hold	26	–	–	﹤0.01%	1628
2024 Q4	$2.55K	Buy	26 +1	+4%	+$99	﹤0.01%	1549
2024 Q3	$2.52K	Hold	25	–	–	﹤0.01%	1505
2024 Q2	$2.48K	Buy	+25	New	+$2.48K	﹤0.01%	1461

Other funds holding BILS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Creative Financial Designs's BILS Position: Q4 2025 in Review

Creative Financial Designs sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q4 2025, closing a stake of 26 shares — an estimated $2.63K sold.

Creative Financial Designs first reported a position in BILS in Q2 2024 and held it in 6 quarters. The position peaked at $2.63K in Q3 2025. 271 funds tracked by Wall St. Rank hold BILS as of Q4 2025.

Creative Financial Designs reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
Creative Financial Designs sold 26 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2025, an estimated $2.63K.
Creative Financial Designs first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2024 and held it in 6 quarters.
Creative Financial Designs's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $2.63K in Q3 2025.
271 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.